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iShares Morningstar Large Value shares owned by Dfpg Investments

Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Dfpg Investments from 13F filings

Historical chart of Dfpg Investments investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Value held by Dfpg Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Large Value by Dfpg Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $949k 14k 70.32
2023-09-30 $930k 15k 63.91
2023-06-30 $862k 13k 67.85
2023-03-31 $788k 12k 63.90
2022-12-31 $320k 4.9k 65.53

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Advanced Micro Devices (AMD)
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Meta Platforms Cl A (META)
Ishares Tr 0-5 Yr Tips Etf (STIP)
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Select Sector Spdr Tr Energy (XLE)

View all positions for Dfpg Investments

Top funds holding iShares Morningstar Large Value

Matrix Trust
Steele Capital Management
Bank of America Corporation
Bank of New York Mellon
UBS Group
Raymond James & Associates
SPC Financial
Royal Bank of Canada
H D Vest Advisory Services
Wells Fargo & Company
Raymond James Financial Services Advisors
Commonwealth Equity Services
Lauer Wealth
Janney Montgomery Scott
CI Private Wealth

View all funds holding iShares Morningstar Large Value